Harding Loevner LP (Bridgewater)

Name: Harding Loevner LP
Address: 400 Crossing Blvd, Bridgewater, NJ, 08807
Telephone: 908-218-7900

Harding Loevner LP is a large advisory firm based in Bridgewater. It manages $50.38 billion of regulatory assets for 6,132 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Harding Loevner provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Harding Loevner: assets under management

The assets under management (AUM) of Harding Loevner LP is $50.38 billion. The firm's AUM has grown by 1407% since the beginning of its operation, and $13.84 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $50.19 billion in discretionary accounts and $197.42 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.19 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $197.42 million.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Harding Loevner LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Harding Loevner serves?

The firm provides services to individuals, insurance companies, investment companies, charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Harding Loevner is investment companies with 13 clients and $23.08 billion of assets under management. Among the 8 most similar advisory firms, Harding Loevner has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $50.38 billion for 6,132 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 3% of the firm’s clients are foreign persons or businesses.

Harding Loevner doesn't advise any private funds.

Careers at Harding Loevner LP

The company employs 98 people that are either part- or full-time employees. 39 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Richard Loevner	President, chief executive officer	1 Apr 1990	Other	1470556
Simon Hallett	Vice president, treasurer, chief investment officer	1 Jun 1992	Other	2152996
Ferrill D Roll	Vice president, co-chief investment officer, portfolio manager, and limited partner	1 Feb 1996	Other	1423061
Puran Dulani	Vice president, chief of portfolio operations	1 Mar 2002	Other	5315320
Lori Magliochetti Renzulli	Vice president, chief counsel & chief compliance officer	1 Jul 2006	Other	1994781
Lori M Renzulli	Chief compliance officer & chief counsel	1 Jul 2006	Other	1994781
Richard T Reiter	Vice president, chief operating officer	1 Jan 2009	Other	1887145
Inc. Titan Nj Gp Holdings	Owner and general partner	1 Aug 2009	Other	27-0705386
Llc Titan Nj Lp Holdings	Owner	1 Aug 2009	50% - 75%	00-0000001
Aaron Jeffrey Bellish	Vice president and chief financial officer	1 Sep 2012	Other	5400918
Brian David Simon	Vice president, general counsel	1 Jul 2014	Other	1336472

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Affiliated Managers Group	Owner	1 Aug 2009	75% - 100%	04-3218510

Based in Bridgewater

The principal office where Harding Loevner LP performs its advisory services is located at 400 Crossing Blvd, Bridgewater, NJ 08807, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 908-218-7900 or by fax 908-218-1915. The normal business hours are 8:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at hardingloevner.com.